Last Update - Nov 20 2024 Eastern Time
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Update time is Eastern Time (ET - America/New York).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Oct 24
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | Nov 24▾ | Time(ET) | 1M | 3M | 6M |
|
IJR
|
US Small Cap | 6.23 | Nov 20 | -2.60 | -3.31 | 10.01 |
|
CWB
|
US Convertible Bonds | 4.69 | Nov 20 | 0.34 | 4.83 | 10.19 |
|
VTI
|
US Total Stock Market | 4.26 | Nov 20 | -0.75 | 3.42 | 13.79 |
|
QQQ
|
US Technology | 3.99 | Nov 20 | -0.86 | 2.86 | 14.30 |
|
SPY
|
US Large Cap | 3.84 | Nov 20 | -0.89 | 3.55 | 13.99 |
|
VT
|
World All Countries | 2.06 | Nov 20 | -2.18 | 2.30 | 10.86 |
|
HYG
|
US High Yield Bonds | 0.93 | Nov 20 | -0.96 | 2.28 | 6.90 |
|
VNQ
|
US REITs | 0.71 | Nov 20 | -3.36 | 5.01 | 20.74 |
|
EMB
|
Emerg. Market Bonds | 0.47 | Nov 20 | -2.44 | 1.78 | 6.97 |
|
BNDX
|
International Bonds | 0.32 | Nov 20 | -0.72 | 1.03 | 4.13 |
|
BIL
|
US Cash | 0.26 | Nov 20 | 0.39 | 1.28 | 2.61 |
|
LQD
|
US Invest. Grade Bonds | -0.16 | Nov 20 | -3.18 | 0.57 | 6.13 |
|
BND
|
US Total Bond Market | -0.30 | Nov 20 | -2.46 | 0.26 | 5.27 |
|
TIP
|
US TIPS | -0.36 | Nov 20 | -1.85 | 0.42 | 4.76 |
|
DBC
|
Commodities | -0.93 | Nov 20 | 1.44 | 0.04 | -3.21 |
|
PFF
|
US Preferred Stocks | -0.99 | Nov 20 | -0.68 | 5.14 | 9.37 |
|
VPL
|
Pacific | -1.08 | Nov 20 | -5.45 | -2.62 | 3.32 |
|
FLLA
|
Latin America | -1.18 | Nov 20 | -6.84 | -3.42 | -11.26 |
|
TLT
|
US Long Term Treasuries | -1.88 | Nov 20 | -5.45 | -1.53 | 6.90 |
|
EEM
|
Emerging Markets | -2.45 | Nov 20 | -3.07 | 3.49 | 9.19 |
|
EFA
|
EAFE Stocks | -2.50 | Nov 20 | -5.27 | -1.42 | 4.31 |
|
GLD
|
Gold | -3.51 | Nov 20 | 4.30 | 11.90 | 19.65 |
|
VGK
|
Europe | -3.71 | Nov 20 | -5.51 | -1.63 | 4.19 |
| Legend: Stocks Fixed Income Commodities | ||||||
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Live Returns (as of Nov 24) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.
Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.
For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.
For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Oct 24
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Nov 24▾ | Time(ET) | 1M | 3M | 6M | |
| Ark Tech Portfolio | Cathie Wood | 14.37 | Nov 20 | -2.10 | 2.40 | 9.98 | |
| Cape US Sector Value | Robert Shiller | 5.38 | Nov 20 | 0.05 | 4.12 | 12.37 | |
| US Stocks Momentum | 4.55 | Nov 20 | -0.17 | 6.22 | 14.65 | ||
| US Stocks | 4.26 | Nov 20 | -0.75 | 3.42 | 13.79 | ||
| US Stocks ESG | 4.24 | Nov 20 | -0.86 | 3.46 | 14.38 | ||
| Technology | 3.99 | Nov 20 | -0.86 | 2.86 | 14.30 | ||
| Stocks/Bonds 60/40 2x Leveraged | 3.77 | Nov 20 | -3.92 | 2.50 | 18.67 | ||
| Warren Buffett Portfolio | Warren Buffett | 3.66 | Nov 20 | -0.82 | 3.54 | 13.15 | |
| Dedalo Three | Dedalo Invest | 3.60 | Nov 20 | -1.17 | 3.09 | 12.92 | |
| Stocks/Bonds 80/20 Momentum | 3.58 | Nov 20 | -0.56 | 5.19 | 12.99 | ||
| Stocks/Bonds 80/20 | 3.35 | Nov 20 | -1.06 | 2.85 | 12.20 | ||
| US Stocks Equal Weight | 3.12 | Nov 20 | -1.60 | 3.14 | 10.23 | ||
| Simple Path to Wealth | JL Collins | 3.12 | Nov 20 | -1.13 | 2.71 | 11.79 | |
| Stocks/Bonds 60/40 with Bitcoin | 3.11 | Nov 20, 09:59PM | -1.05 | 2.44 | 10.71 | ||
| Dedalo Four | Dedalo Invest | 2.92 | Nov 20 | -1.11 | 2.71 | 11.21 | |
| US Stocks Value | 2.90 | Nov 20 | -1.25 | 2.67 | 10.20 | ||
| Stocks/Bonds 60/40 Momentum | 2.61 | Nov 20 | -0.97 | 4.09 | 11.24 | ||
| US Stocks Quality | 2.53 | Nov 20 | -1.61 | 3.01 | 12.97 | ||
| Stocks/Bonds 60/40 ESG | 2.46 | Nov 20 | -1.47 | 2.26 | 10.93 | ||
| Stocks/Bonds 60/40 | 2.43 | Nov 20 | -1.38 | 2.25 | 10.55 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.23 | Nov 20 | -5.34 | 3.92 | 23.83 | |
| US Stocks Minimum Volatility | 2.20 | Nov 20 | -1.45 | 3.85 | 12.77 | ||
| Stocks/Bonds 40/60 with Bitcoin | 2.20 | Nov 20, 09:59PM | -1.38 | 1.82 | 9.03 | ||
| Sheltered Sam 100/0 | Bill Bernstein | 2.09 | Nov 20 | -2.08 | 1.87 | 11.68 | |
| No Brainer Portfolio | Bill Bernstein | 2.07 | Nov 20 | -2.16 | 0.52 | 8.59 | |
| All Country World Stocks | 2.06 | Nov 20 | -2.18 | 2.30 | 10.86 | ||
| Seven Value | Scott Burns | 2.04 | Nov 20 | -1.69 | 1.30 | 7.92 | |
| Stocks/Bonds 40/60 2x Leveraged | 1.97 | Nov 20 | -4.76 | 1.03 | 15.35 | ||
| Couch Potato | Scott Burns | 1.95 | Nov 20 | -1.26 | 2.01 | 9.43 | |
| Six Ways from Sunday | Scott Burns | 1.95 | Nov 20 | -1.75 | 0.99 | 7.32 | |
| Second Grader's Starter | Paul Farrell | 1.93 | Nov 20 | -2.01 | 2.26 | 10.81 | |
| Sheltered Sam 90/10 | Bill Bernstein | 1.86 | Nov 20 | -1.99 | 1.77 | 10.93 | |
| Aggressive Global Income | The Lazy Team | 1.85 | Nov 20 | -2.03 | 1.53 | 10.17 | |
| Edge Select Aggressive | Merrill Lynch | 1.77 | Nov 20 | -2.01 | 2.19 | 10.58 | |
| Golden Butterfly with Bitcoin | Tyler | 1.71 | Nov 20, 09:59PM | -0.43 | 2.79 | 11.26 | |
| Robust | Alpha Architect | 1.71 | Nov 20 | -1.67 | 2.29 | 9.31 | |
| Dedalo Eleven | Dedalo Invest | 1.68 | Nov 20 | -1.89 | 2.18 | 10.48 | |
| All Country World 80/20 | 1.65 | Nov 20 | -2.12 | 2.02 | 9.76 | ||
| Sheltered Sam 80/20 | Bill Bernstein | 1.64 | Nov 20 | -1.90 | 1.67 | 10.17 | |
| Stocks/Bonds 40/60 Momentum | 1.64 | Nov 20 | -1.42 | 2.91 | 9.37 | ||
| Coffeehouse | Bill Schultheis | 1.62 | Nov 20 | -2.42 | 0.81 | 9.46 | |
| Golden Butterfly 2x Leveraged | Tyler | 1.60 | Nov 20 | -1.91 | 3.75 | 19.51 | |
| Stocks/Bonds 40/60 ESG | 1.57 | Nov 20 | -1.80 | 1.62 | 9.11 | ||
| Core Four | Rick Ferri | 1.56 | Nov 20 | -2.17 | 2.25 | 10.88 | |
| Talmud Portfolio | Roger Gibson | 1.56 | Nov 20 | -2.15 | 2.94 | 13.13 | |
| One-Decision Portfolio | Marvin Appel | 1.54 | Nov 20 | -1.56 | 2.03 | 9.91 | |
| Stocks/Bonds 40/60 | 1.52 | Nov 20 | -1.72 | 1.63 | 8.85 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 1.51 | Nov 20, 09:59PM | -0.75 | 2.39 | 9.02 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 1.47 | Nov 20 | -2.03 | 1.99 | 9.83 | |
| Three Funds | Bogleheads | 1.47 | Nov 20 | -2.18 | 1.96 | 9.98 | |
| Four Funds | Bogleheads | 1.46 | Nov 20 | -2.13 | 1.97 | 9.93 | |
| Coward's Portfolio | Bill Bernstein | 1.42 | Nov 20 | -1.71 | 1.15 | 8.14 | |
| Sheltered Sam 70/30 | Bill Bernstein | 1.41 | Nov 20 | -1.81 | 1.56 | 9.41 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.40 | Nov 20 | -0.99 | 2.95 | 10.74 | |
| LifeStrategy Growth Fund | Vanguard | 1.38 | Nov 20 | -2.17 | 1.94 | 9.76 | |
| Perfect Portfolio | Ben Stein | 1.38 | Nov 20 | -1.75 | 1.88 | 8.76 | |
| Big Rocks Portfolio | Larry Swedroe | 1.35 | Nov 20 | -1.95 | 0.79 | 7.89 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 1.30 | Nov 20 | -2.29 | 1.76 | 10.05 | |
| Family Taxable Portfolio | Ted Aronson | 1.29 | Nov 20 | -2.91 | 0.02 | 8.25 | |
| Robo Advisor 90 | Betterment | 1.25 | Nov 20 | -2.34 | 1.78 | 9.65 | |
| Robo Advisor 100 | Betterment | 1.25 | Nov 20 | -2.43 | 1.84 | 10.06 | |
| All Country World 60/40 | 1.25 | Nov 20 | -2.06 | 1.72 | 8.65 | ||
| Long Term Portfolio | Ben Stein | 1.24 | Nov 20 | -2.04 | 1.66 | 9.54 | |
| Tilt Toward Value | Time Money Inc | 1.20 | Nov 20 | -2.16 | 1.70 | 9.59 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.18 | Nov 20 | -1.71 | 1.46 | 8.65 | |
| Edge Select Moderate | Merrill Lynch | 1.15 | Nov 20 | -2.12 | 1.57 | 8.83 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.09 | Nov 20 | -4.75 | 1.04 | 15.06 | |
| Robo Advisor 80 | Betterment | 1.08 | Nov 20 | -2.30 | 1.67 | 9.13 | |
| LifeStrategy Moderate Growth | Vanguard | 1.01 | Nov 20 | -2.11 | 1.60 | 8.60 | |
| Dynamic 60/40 Income | The Lazy Team | 0.97 | Nov 20 | -1.29 | 3.39 | 10.72 | |
| Sheltered Sam 50/50 | Bill Bernstein | 0.96 | Nov 20 | -1.62 | 1.35 | 7.89 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 0.93 | Nov 20 | -3.51 | 0.34 | 9.49 | |
| Golden Butterfly | Tyler | 0.93 | Nov 20 | -0.63 | 2.82 | 11.31 | |
| Dynamic 40/60 Income | The Lazy Team | 0.92 | Nov 20 | -1.09 | 2.76 | 8.18 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.91 | Nov 20 | -2.37 | 2.43 | 10.67 | |
| Yale Endowment | David Swensen | 0.91 | Nov 20 | -2.39 | 2.11 | 10.72 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.91 | Nov 20, 09:59PM | -1.86 | 1.67 | 9.22 | |
| Late Sixties and Beyond | Burton Malkiel | 0.89 | Nov 20 | -2.29 | 2.46 | 10.53 | |
| Lazy Portfolio | David Swensen | 0.89 | Nov 20 | -2.31 | 2.37 | 10.99 | |
| Simple and Cheap | Time Money Inc | 0.89 | Nov 20 | -2.26 | 1.85 | 9.49 | |
| Mid-Twenties | Burton Malkiel | 0.88 | Nov 20 | -2.37 | 2.43 | 10.69 | |
| Ideal Index | Frank Armstrong | 0.88 | Nov 20 | -2.47 | 0.86 | 8.13 | |
| Mid-Fifties | Burton Malkiel | 0.87 | Nov 20 | -2.41 | 2.45 | 10.73 | |
| Odd-Stats Strategy | Aim Ways | 0.87 | Nov 20 | -1.06 | 3.14 | 11.21 | |
| All Country World 40/60 | 0.84 | Nov 20 | -1.99 | 1.41 | 7.50 | ||
| Edge Select Moderately Conservative | Merrill Lynch | 0.82 | Nov 20 | -2.05 | 1.33 | 7.81 | |
| 7Twelve Portfolio | Craig Israelsen | 0.79 | Nov 20 | -1.59 | 1.02 | 6.20 | |
| Shield Strategy | Aim Ways | 0.76 | Nov 20 | -0.41 | 4.12 | 12.15 | |
| Sandwich Portfolio | Bob Clyatt | 0.74 | Nov 20 | -2.47 | 0.89 | 8.13 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.73 | Nov 20 | -1.52 | 1.24 | 7.12 | |
| Desert Portfolio | Gyroscopic Investing | 0.72 | Nov 20 | -0.95 | 2.43 | 9.06 | |
| Lifepath Fund | iShares | 0.70 | Nov 20 | -2.31 | 1.02 | 7.73 | |
| Gone Fishin' Portfolio | Alexander Green | 0.69 | Nov 20 | -2.31 | 1.16 | 9.00 | |
| Margaritaville | Scott Burns | 0.67 | Nov 20 | -2.35 | 1.50 | 8.48 | |
| Stocks/Bonds 20/80 Momentum | 0.67 | Nov 20 | -1.92 | 1.64 | 7.39 | ||
| Simple Money Portfolio | Tim Maurer | 0.66 | Nov 20 | -2.98 | -0.26 | 6.97 | |
| Ulcer Free Strategy | Aim Ways | 0.64 | Nov 20 | -0.59 | 2.80 | 8.56 | |
| LifeStrategy Conservative Growth | Vanguard | 0.63 | Nov 20 | -2.06 | 1.25 | 7.40 | |
| Stocks/Bonds 20/80 | 0.61 | Nov 20 | -2.07 | 0.96 | 7.09 | ||
| Five Fold | Scott Burns | 0.59 | Nov 20 | -2.26 | 2.09 | 9.83 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.57 | Nov 20, 09:59PM | 0.06 | 4.07 | 11.02 | |
| PISI Portfolio | Davide Pisicchio | 0.57 | Nov 20 | -1.64 | 2.13 | 9.62 | |
| Andrew Tobias Portfolio | Andrew Tobias | 0.57 | Nov 20 | -2.23 | 1.07 | 7.30 | |
| Robo Advisor 50 | Betterment | 0.56 | Nov 20 | -2.14 | 1.39 | 7.59 | |
| Four Square | Scott Burns | 0.56 | Nov 20 | -1.98 | 1.37 | 7.38 | |
| Eliminate Fat Tails | Larry Swedroe | 0.53 | Nov 20 | -1.40 | 0.60 | 5.44 | |
| Gretchen Tai Portfolio | Gretchen Tai | 0.52 | Nov 20 | -2.79 | 1.24 | 8.63 | |
| Edge Select Conservative | Merrill Lynch | 0.51 | Nov 20 | -1.49 | 1.05 | 5.85 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.51 | Nov 20 | -1.42 | 1.13 | 6.35 | |
| Ultimate Buy&Hold | FundAdvice | 0.50 | Nov 20 | -2.79 | 0.35 | 7.35 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 0.48 | Nov 20 | -3.39 | 3.14 | 16.86 | |
| Ivy Portfolio | Mebane Faber | 0.47 | Nov 20 | -1.97 | 1.65 | 7.94 | |
| Aim comfortable trip | Aim Ways | 0.46 | Nov 20 | -0.59 | 2.66 | 9.17 | |
| High Yield Bonds Income | The Lazy Team | 0.45 | Nov 20 | -2.18 | 1.70 | 6.92 | |
| All Country World 20/80 | 0.43 | Nov 20 | -1.93 | 1.09 | 6.33 | ||
| Five Asset | Roger Gibson | 0.39 | Nov 20 | -1.89 | 1.91 | 8.24 | |
| Nano Portfolio | John Wasik | 0.36 | Nov 20 | -2.73 | 1.57 | 9.63 | |
| Larry Portfolio | Larry Swedroe | 0.33 | Nov 20 | -2.48 | -0.24 | 5.80 | |
| Pinwheel | Tyler | 0.33 | Nov 20 | -1.67 | 2.62 | 10.73 | |
| Total Bond Developed World ex-US | 0.32 | Nov 20 | -0.72 | 1.03 | 4.13 | ||
| Sheltered Sam 20/80 | Bill Bernstein | 0.28 | Nov 20 | -1.32 | 1.02 | 5.57 | |
| US Cash | 0.26 | Nov 20 | 0.39 | 1.28 | 2.61 | ||
| Dimensional Retirement Income Fund | DFA | 0.26 | Nov 20 | -1.46 | 0.19 | 4.56 | |
| LifeStrategy Income Fund | Vanguard | 0.26 | Nov 20 | -2.00 | 0.88 | 6.18 | |
| Robo Advisor 20 | Betterment | 0.19 | Nov 20 | -1.38 | 1.15 | 5.30 | |
| All Weather Portfolio | Ray Dalio | 0.14 | Nov 20 | -2.10 | 1.57 | 9.01 | |
| Global Market Portfolio | Credit Suisse | 0.11 | Nov 20 | -2.81 | 1.35 | 8.46 | |
| Robo Advisor 10 | Betterment | 0.07 | Nov 20 | -1.05 | 1.08 | 4.46 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.05 | Nov 20 | -1.22 | 0.91 | 4.80 | |
| All Country World Bonds | 0.03 | Nov 20 | -1.86 | 0.76 | 5.12 | ||
| Conservative Income | Charles Schwab | 0.00 | Nov 20 | -1.50 | 0.97 | 5.26 | |
| Rob Arnott Portfolio | Rob Arnott | -0.01 | Nov 20 | -2.26 | 1.19 | 6.90 | |
| GAA Global Asset Allocation | Mebane Faber | -0.04 | Nov 20 | -2.26 | 1.63 | 8.15 | |
| Short Term Treasury | -0.05 | Nov 20 | -0.62 | 1.04 | 3.53 | ||
| Robo Advisor 0 | Betterment | -0.05 | Nov 20 | -0.71 | 1.01 | 3.62 | |
| Developed World ex-US 20/80 | -0.12 | Nov 20 | -1.66 | 0.54 | 4.23 | ||
| Simplified Permanent Portfolio | The Lazy Team | -0.15 | Nov 20 | -0.55 | 3.79 | 11.37 | |
| Developed World ex-US 40/60 Momentum | -0.16 | Nov 20 | -2.15 | -0.31 | 4.21 | ||
| Sheltered Sam 0/100 | Bill Bernstein | -0.17 | Nov 20 | -1.12 | 0.79 | 4.02 | |
| Gold Pivot Ptf | Aim Ways | -0.20 | Nov 20 | 1.06 | 5.62 | 12.23 | |
| Weird Portfolio | Value Stock Geek | -0.20 | Nov 20 | -2.27 | 2.50 | 12.91 | |
| Permanent Portfolio | Harry Browne | -0.22 | Nov 20 | -0.13 | 4.11 | 11.07 | |
| Total Bond US | -0.30 | Nov 20 | -2.46 | 0.26 | 5.27 | ||
| US Inflation Protection | -0.36 | Nov 20 | -1.85 | 0.42 | 4.76 | ||
| Developed World ex-US 60/40 Momentum | -0.40 | Nov 20 | -2.81 | -0.92 | 4.25 | ||
| Marc Faber Portfolio | Marc Faber | -0.49 | Nov 20 | -0.83 | 5.04 | 14.05 | |
| Developed World ex-US 40/60 | -0.56 | Nov 20 | -2.57 | 0.05 | 4.33 | ||
| 10-year Treasury | -0.68 | Nov 20 | -3.39 | -0.73 | 5.25 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -0.85 | Nov 20 | -1.06 | 6.88 | 20.64 | |
| Developed World ex-US Stocks Momentum | -0.88 | Nov 20 | -4.01 | -2.05 | 4.33 | ||
| Paul Boyer Portfolio | Paul Boyer | -0.88 | Nov 20 | -0.88 | 3.21 | 10.26 | |
| Developed World ex-US 60/40 | -1.00 | Nov 20 | -3.45 | -0.42 | 4.44 | ||
| Developed World ex-US 80/20 | -1.44 | Nov 20 | -4.31 | -0.87 | 4.54 | ||
| Developed World ex-US Stocks | -1.88 | Nov 20 | -5.13 | -1.32 | 4.64 | ||
| Emerging Markets Stocks | -2.45 | Nov 20 | -3.07 | 3.49 | 9.19 | ||
| Gold | -3.51 | Nov 20 | 4.30 | 11.90 | 19.65 | ||
| European Stocks | -3.71 | Nov 20 | -5.51 | -1.63 | 4.19 | ||
